· Private foundation
M Holt Massey Charitable Trust
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2021–2025.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2025
- Under $10k39 grants · $57k
- $10k–50k3 grants · $51k
| Recipient | Amount |
|---|---|
| NORMAN BIRD SANCTUARY | $25,000 |
| HISTORIC NEW ENGLAND | $15,000 |
| AMERICAN ENTERPRISE INSTITUTE | $11,000 |
| NATIONAL TRUST FOR SCOTLAND USA | $7,450 |
| PIONEER PUBLIC INTEREST LAW CENTER | $5,000 |
| PEABODY ESSEX MUSEUM | $5,000 |
| FISCAL ALLIANCE FOUNDATION | $5,000 |
| AMERICAN ENTERPRISE INSTITUTE | $5,000 |
| PIONEER INSTITUTE | $5,000 |
| REDWOOD LIBRARY AND ATHENAEUM | $2,150 |
| AQUIDNECK LAND TRUST | $2,000 |
| THE PRIORY IN THE USA OF THE ORDER OF ST JOHN | $2,000 |
| PRESERVATION SOCIETY OF NEWPORT COUNTY | $1,400 |
| NEWPORT ART MUSEUM | $1,000 |
| ST CHRISTOPHER'S SCHOOL | $1,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY21–21, $6k) land where the poverty rate runs at 16%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
48 repeat relationships — 28 still active in FY2025, 20 since wound down; 13 grantees were first funded in FY2025 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 91% of grant dollars renewed an existing relationship; $10k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- TCTHE COMPANY OF THE REDWOOD LIBRARY AND ATHENAEUM5× · 2021–2025 · $68k · revenue +37%
- SFSOCIETY FOR THE PRESERVATION OF NEW ENGL4× · 2021–2025 · $67k · revenue +102%
THE NORMAN BIRD SANCTUARY TRUST3× · 2021–2025 · $35k · revenue +53%
Funded once
- RLREDWOOD LIBRARY AND ATHENAEUM - ANNUAL FIND & CAPITAL CAMPAIGNone grant, 2024 · $20k
- IGIndividual grant recipientone grant, 2024 · $10k
- MGMASSACHUSETTS GENERAL HOSPITALone grant, 2022 · $10k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The Morgan Library & Museum celebrates and shares the history and process of human creativity from antiquity to the present day through the preservation, study, and interpretation of a dynamic and growing collection.
The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.
The rhode island historical society, through its collections, museums, and educational initiatives, welcomes everyone to engage with rhode island's complex and significant past.
The purpose of the montauk historical society is to collect, restore, preserve and display historically significant buildings, objects and writings and to preserve and share the history and cultures of montauk and the east end for this and…
The uss constitution museum engages all ages in the story of "old ironsides" to spark excitement about maritime heritage, naval service, and the american experience.
Tudor place historic house & garden preserves the stories of six generations of descendants of martha washington and the enslaved and free people who lived and worked at this georgetown landmark for nearly two centuries. by examining their…
Vision: to preserve, share and continue the american story mission: to be a welcoming, thriving, historic site and community resource that engages people of all backgrounds in our inclusive american story. values: - we value caroline…
The mission of the brooklyn institute of arts and sciences, d/b/a brooklyn museum (the "museum") is to bring people together through art and experiences that inspire celebration, compassion, courage, and the will to act. (see schedule o).
The portsmouth athenaeum is a membership library that welcomes all who seek knowledge to experience culture and share in the history of the piscataqua region so that together we may find meaning in the past to illuminate the present and…
The mission of rhode island school of design, through its college and museum,is to educate its students and the public in the creation and (see schedule o)appreciation of works of art and design, to discover and transmit knowledge and to…
For reference, the grantee most central to the portfolio’s shape is The Preservation Society of Newport County and the most unlike its peers is Bella Mente Quantum Racing Association. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 42 years old; the field is 17. You back the established end — and your money leans older still.
The field is 20% startups (under 5 years old) — 2% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 11% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
53 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 53 of the 85 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds THE COMPANY OF THE REDWOOD LIBRARY AND ATHENAEUM ↗
- Who funds SOCIETY FOR THE PRESERVATION OF NEW ENGL ↗
- Who funds THE NORMAN BIRD SANCTUARY TRUST ↗
- Who funds AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH ↗
- Who funds PIONEER INSTITUTE INC ↗
- Who funds FISCAL ALLIANCE FOUNDATION INC ↗
- Who funds MUSEUM OF FINE ARTS ↗
- Who funds PRAGER UNIVERSITY FOUNDATION ↗
- Who funds PEABODY ESSEX MUSEUM INC ↗
- Who funds AQUIDNECK ISLAND LAND TRUST ↗
- Who funds THE PRESERVATION SOCIETY OF NEWPORT COUNTY ↗
- Who funds SEARS HOUSE ASSOCIATION INC ↗
- Who funds ISABELLA STEWART GARDNER MUSEUM INC ↗
- Who funds MISSION HILL MAIN STREETS INC ↗
- Who funds CENTRAL BOSTON ELDER SERVICES INC ↗
- Who funds FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION INC ↗
- Who funds PROVIDENCE PRESERVATION SOCIETY ↗
- Who funds 152 COMMONWEALTH FOUNDATION INC ↗
- Who funds ROBERT POTTER LEAGUE FOR ANIMALS INC ↗
- Who funds MARTIN LUTHER KING COMMUNITY CENTER INCORPORATED ↗
- Who funds EDITH WHARTON RESTORATION INC ↗
- Who funds The Charlemagne Institute ↗
- Who funds SIR JOHN SOANE'S MUSEUM FOUNDATION ↗
- Who funds BEACON HILL CIVIC ASSOCIATION INC ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Middlecott Foundation · Van Beuren Charitable Foundation Inc · Hamilton Family Foundation · Boston Foundation Inc · Amica Companies Foundation · Ejmp Fund for Philanthropy · Frederick Henry Prince Testamentary Trust · The Rhode Island Community Foundation · The Champlin Foundation · The New York Community Trust · Alletta Morris McBean Charitable Trust · Hamilton Family Charitable Trust
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization M Holt Massey Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
- Central Boston Elder Services Inc — 47% of income from government
- Massachusetts Historical Society — 22% of income from government
- Peabody Essex Museum Inc — 3% of income from government
- Society for the Preservation of New Engl — 2% of income from government
- Old Dartmouth Historical Society — 2% of income from government
- Edith Wharton Restoration Inc — 1% of income from government
- Proprietors of the Boston Athenaeum — 0% of income from government
- Emerald Necklace Conservancy Inc — 0% of income from government
- Museum of Fine Arts — 0% of income from government
- Pan-Massachusetts Challenge Inc — 0% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.